Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.625 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 49635.66 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 43600.29 Kr¶
PnL: ---------------------------------------> -1275.29 Kr¶
DD now: ---------------------------------> -6.56 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-06-21 12:47:24.634969'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| BHG Group | 109 | 6.860000 | 1527.090000 | 104.090000 | 7.310000 | 1423.000014 |
| Nederman Holding | 1 | -3.320000 | 204.000000 | 5.000000 | 2.510000 | 199.000000 |
| Hennes & Mauritz B | 6 | -1.050000 | 915.360000 | 3.360000 | 0.370000 | 912.000000 |
| Profoto Holding | 7 | 0.000000 | 585.200000 | 3.200000 | 0.550000 | 581.999999 |
| JM | 7 | 0.520000 | 945.000000 | -5.000000 | -0.530000 | 950.000002 |
| Atrium Ljungberg B | 5 | 0.340000 | 897.000000 | -7.000000 | -0.770000 | 904.000000 |
| Biotage | 1 | -2.680000 | 138.200000 | -10.800000 | -7.250000 | 149.000000 |
| ASSA ABLOY B | 4 | -0.690000 | 982.000000 | -11.000000 | -1.110000 | 993.000000 |
| Vitrolife | 3 | 1.190000 | 664.800000 | -12.200000 | -1.800000 | 677.000001 |
| AcadeMedia | 20 | -0.580000 | 964.400000 | -13.600000 | -1.390000 | 978.000000 |
| BioGaia B | 8 | 1.090000 | 889.600000 | -14.400000 | -1.590000 | 904.000000 |
| Eastnine | 6 | -2.190000 | 642.000000 | -15.000000 | -2.280000 | 657.000000 |
| OX2 | 12 | -1.460000 | 893.400000 | -15.600000 | -1.720000 | 909.000000 |
| Gränges | 10 | 0.490000 | 1023.000000 | -16.000000 | -1.540000 | 1039.000000 |
| INVISIO | 15 | 0.000000 | 3555.000000 | -17.000000 | -0.480000 | 3571.999995 |
| Bufab | 3 | -0.170000 | 1057.800000 | -18.200000 | -1.690000 | 1076.000001 |
| Vitec Software Group B | 2 | -1.810000 | 1085.000000 | -19.000000 | -1.720000 | 1104.000000 |
| Latour B | 4 | -1.600000 | 834.400000 | -21.600000 | -2.520000 | 856.000000 |
| Investor B | 3 | -0.400000 | 635.100000 | -22.900000 | -3.480000 | 657.999999 |
| Addnode Group B | 7 | -1.180000 | 877.100000 | -27.900000 | -3.080000 | 904.999998 |
| Sandvik | 4 | 0.200000 | 820.000000 | -28.000000 | -3.300000 | 848.000000 |
| SKF B | 5 | 0.340000 | 951.750000 | -28.250000 | -2.880000 | 980.000000 |
| Creaspac SPAC | 40 | -0.210000 | 3804.000000 | -30.000000 | -0.780000 | 3834.000000 |
| Alimak Group | 12 | 0.250000 | 974.400000 | -32.600000 | -3.240000 | 1007.000004 |
| Sagax B | 4 | -1.800000 | 852.400000 | -32.600000 | -3.680000 | 885.000000 |
| Hoist Finance | 36 | 0.560000 | 977.400000 | -33.600000 | -3.320000 | 1010.999988 |
| Sagax A | 4 | -2.290000 | 852.000000 | -34.000000 | -3.840000 | 886.000000 |
| Byggmax Group | 33 | -0.990000 | 926.640000 | -40.360000 | -4.170000 | 966.999990 |
| Hexatronic Group | 15 | -1.380000 | 1030.200000 | -40.800000 | -3.810000 | 1071.000000 |
| EQT | 4 | -2.210000 | 830.400000 | -42.600000 | -4.880000 | 873.000000 |
| Orrön Energy | 170 | -2.810000 | 1996.650000 | -49.350000 | -2.410000 | 2045.999980 |
| Catena | 2 | -0.260000 | 754.400000 | -51.600000 | -6.400000 | 806.000000 |
| Platzer Fastigheter Holding B | 12 | -1.060000 | 898.800000 | -52.200000 | -5.490000 | 951.000000 |
| HEXPOL B | 8 | -5.350000 | 891.200000 | -65.800000 | -6.880000 | 957.000000 |
| Hexagon B | 26 | -0.880000 | 3354.000000 | -66.000000 | -1.930000 | 3420.000012 |
| VEF | 788 | -0.780000 | 1798.220000 | -104.780000 | -5.510000 | 1903.000300 |
| Sedana Medical | 93 | 0.290000 | 2572.380000 | -411.200000 | -13.780000 | 2983.577733 |
| TOTAL | 43600.290000 | -1275.290000 | -6.55999% | 44875.578016 |
Updated:¶
'2023-06-21 12:47:41.132340'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
